10100 West Charleston Blvd.
#213
Las Vegas, Nevada 89135-5001
Tel: 702-805-1010
BUCKLEY WEALTH MANAGEMENT, LLC, formally registered with the SEC as BUCKLEY WEALTH MANAGEMENT, LLC. The firm was established in 02/17/2017. They have over 1 offices throughout the country.
BUCKLEY WEALTH MANAGEMENT, LLC is a Las Vegas, Nevada based Financial Planning firm with nearly $583,151,358 assets under management, offering retirement planning & investment advisory services to 594 clients. The firm is staffed with 5 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 285823 |
SEC# | 801-109016 |
Assets Managed by Firm | $583,151,358 |
No. of Clients | 594 |
No. of Advisors | 5 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 594 | $583,151,358 |
Individuals (other than high net worth individuals) | 89 | $26,466,915 |
High net worth individuals | 119 | $430,074,270 |
Pension and profit sharing plans | Fewer than 5 clients | $8,547,255 |
Charitable organizations | 7 | $105,301,454 |
Corporations or other businesses | 7 | $12,761,464 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$17,032,495,600 | 83 | 8 | |
$6,645,705,545 | 99569 | 28 | |
$6,522,387,220 | 16327 | 149 | |
$5,194,180,776 | 21408 | 264 | |
$4,662,466,719 | 28 | 45 |
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